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Plan for the future. People who stay in the present will be in the past.

— Abraham Lincoln

Professional Affiliation

At West Financial Services our professional staff belongs to a number of organizations that help support high ethical standards, continuous learning and fiduciary standards in our industry.



Financial Planning Association (FPA)

National Association of Personal Financial Advisors (NAPFA)

Washington Association of Money Managers (WAMM)

CFA Society

American Institute of CPAs

International Society of Certified Benefits Specialist (ISCBS)